From the Ground Up
13. Connecting with a New Generation with Dr. Preston Cherry
The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway and Kelsey McKenna chat with the highly accomplished Dr. Preston Cherry about how to have build human connections with the younger generations.
Connect with us:
Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway and Kelsey McKenna chat with the highly accomplished Dr. Preston Cherry about how to have build human connections with the younger generations.
Connect with us:
Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!